mbx/mb-project-info.git

"evidence_id","company_id","company_name","source_title","source_url","source_date","source_type","content_locator","fact_type","fact_text","value","unit","period","robot_chain_interpretation","evidence_boundary","status"
"N067-EV-001","COMPANY-e9b1e12221ad0ed40848f755","Nabtesco","Launch of RVmini and Monocrank compact precision reduction gears","https://www.nabtesco.com/en/news/20251202-17329/","2025-12-02","COMPANY_PRESS_RELEASE_PRIMARY","web.open:turn145view0#L86-L100","Nabtesco发布RVmini紧凑轻量谐波型减速器和Monocrank紧凑高刚性减速器，用于补齐既有RV系列偏中高扭矩、低扭矩产品不足的问题，并明确面向协作与人形机器人新需求。","2","new_compact_reduction_gear_series","2025-12","产品线从传统中大型工业机器人向小型、协作和人形机器人扭矩区间延伸。","发布时为iREX参考展品，不能写成已量产、已获人形订单或形成收入。","PRIMARY_PRODUCT_ROADMAP_WITH_PRODUCTION_GAP"
"N067-EV-002","COMPANY-e9b1e12221ad0ed40848f755","Nabtesco","Launch of RVmini and Monocrank compact precision reduction gears","https://www.nabtesco.com/en/news/20251202-17329/","2025-12-02","COMPANY_PRESS_RELEASE_PRIMARY","web.open:turn145view0#L92-L95","官方披露RV精密减速器累计产量超过1400万台，应用于工业机器人、机床、半导体设备及自动化/省人设备。","14+","million cumulative units","through_2025","证明RV产品已具备大规模历史制造基础，但新小型产品的商业化仍需单独验证。","累计产量横跨多类应用，不能拆成机器人或人形机器人出货。","PRIMARY_CUMULATIVE_OUTPUT_WITH_APPLICATION_SCOPE_BOUNDARY"
"N067-EV-003","COMPANY-e9b1e12221ad0ed40848f755","Nabtesco","Precision Reduction Gears","https://www.nabtesco.com/en/products/robot/","CURRENT_PAGE","OFFICIAL_PRODUCT_PRIMARY","web.open:turn145view1#L89-L105","Nabtesco称其在中大型工业机器人关节精密减速器全球市场约占60%，RV部件型强调高刚性、抗过载、低背隙、定位精度和机器人可控性。","60","percent company estimate","current","公司在传统中大型工业机器人减速器具有强市场位置，是观察小型产品扩张的制造基础。","60%明确为Nabtesco自估，本轮不将其升级为第三方市场份额。","COMPANY_ESTIMATED_SHARE_PENDING_INDEPENDENT_VALIDATION"
"N067-EV-004","COMPANY-e9b1e12221ad0ed40848f755","Nabtesco","WAVE-012 semantic assessment","derived-from:N067-SRC-001|002","2026-08-03","ANALYST_BOUNDARY_DERIVATION","N067-SRC-001|N067-SRC-002","COMMERCIAL_GAP","当前仍缺RVmini/Monocrank量产时间、客户测试转订单、具名人形客户、单机用量、ASP、产能利用率和小型机器人收入。","0","confirmed_new_series_commercial_metrics","current","后续重点追踪量产公告、客户验证转订单、产品报价和精密设备分部经营数据。","不得用1400万累计产量或60%自估份额替代新产品商业化事实。","OPEN_NEW_SERIES_ORDER_VOLUME_ASP_CAPACITY_REVENUE_GAP"
"N067-EV-005","COMPANY-d934f704cd4ae7c5bb9e57b6","Netzer","Absolute Rotary Encoders for Mission-Critical Applications","https://netzerprecision.com/","CURRENT_PAGE","OFFICIAL_PRODUCT_PRIMARY","web.open:turn145view2#L182-L238","PRODUCT_TECHNOLOGY","Netzer Electric Encoder采用非接触电容式绝对位置测量，官方强调其在电磁干扰、高温和长寿命场景相对光学与磁编码器的适应性。","1","capacitive_absolute_encoder_technology","current","为机器人关节提供区别于光学/磁式路线的绝对位置反馈方案。","公司技术比较属于官方定位，未在本轮进行第三方性能对测。","PRIMARY_TECHNOLOGY_POSITIONING_WITH_BENCHMARK_GAP"
"N067-EV-006","COMPANY-d934f704cd4ae7c5bb9e57b6","Netzer","VLX Robotics & Industry Product Guide","https://netzerprecision.com/wp-content/uploads/2025/02/VLX-Product-Guide-V02-1.pdf","2025-02","OFFICIAL_DATASHEET_PRIMARY","web.open:turn146view2#L53-L108@P4-5","PRODUCT_RANGE","VLX机器人与工业空心轴系列覆盖25至247毫米外径、17至23位型号分辨率、SSi/BiSS接口、可选自检，工作温度为-40至85摄氏度。","25-247|17-23|-40~85","mm|bit|C","2025-02","尺寸、接口与环境范围覆盖多类关节、转台和集成空间。","规格范围不能推出进入具名机器人型号或形成批量供货。","PRIMARY_DATASHEET_RANGE_WITH_ADOPTION_GAP"
"N067-EV-007","COMPANY-d934f704cd4ae7c5bb9e57b6","Netzer","VLX Robotics & Industry Product Guide","https://netzerprecision.com/wp-content/uploads/2025/02/VLX-Product-Guide-V02-1.pdf","2025-02","OFFICIAL_DATASHEET_PRIMARY","web.open:turn146view2#L121-L166@P5-6","MODEL_PERFORMANCE","VLX-60至VLX-247主要型号标称17至22/23位分辨率、典型精度可到±0.006度，位置更新率35kHz且可选375kHz。","0.006|35|375","degree|kHz|kHz optional","2025-02","高分辨率与高速更新适合精密运动和闭环控制，但价值取决于整机集成与校准。","型号规格不能直接归因于整机精度，也无客户、数量或价格信息。","PRIMARY_MODEL_SPEC_WITH_SYSTEM_ATTRIBUTION_BOUNDARY"
"N067-EV-008","COMPANY-d934f704cd4ae7c5bb9e57b6","Netzer","WAVE-012 semantic assessment","derived-from:N067-SRC-003|004","2026-08-03","ANALYST_BOUNDARY_DERIVATION","N067-SRC-003|N067-SRC-004","COMMERCIAL_GAP","当前仍缺具名机器人客户、关节型号绑定、订单/出货、ASP、寿命实测、失效率、机器人收入与市场份额。","0","confirmed_robot_commercial_metrics","current","后续需从OEM案例、认证BOM、采购文件和公司经营披露继续穿透。","不得用官网应用分类和参数覆盖替代商业采用。","OPEN_CUSTOMER_MODEL_ORDER_ASP_LIFETIME_REVENUE_SHARE_GAP"
"N067-EV-009","COMPANY-760841ed2b6bbd6f2088e076","Renishaw","Encoders for position and motion control","https://www.renishaw.com/en/position-encoders--6331","CURRENT_PAGE","OFFICIAL_PRODUCT_PRIMARY","web.open:turn146view0#L189-L219","PORTFOLIO_ARCHITECTURE","Renishaw非接触编码器覆盖开放/封闭光学、感应式、磁式和激光技术，可提供线性、旋转和部分圆弧的增量或绝对位置反馈。","4","encoder_technology_families","current","产品组合覆盖机器人直线轴、旋转轴、关节与多自由度精密测量需求。","公司组合能力不等于每类技术均已进入机器人客户。","PRIMARY_PORTFOLIO_FACT_WITH_APPLICATION_GAP"
"N067-EV-010","COMPANY-760841ed2b6bbd6f2088e076","Renishaw","Encoders for position and motion control","https://www.renishaw.com/en/position-encoders--6331","CURRENT_PAGE","OFFICIAL_PRODUCT_PRIMARY","web.open:turn146view0#L222-L249","ROBOT_APPLICATION","官方明确把robotics/robots列入编码器应用，位置反馈用于控制运动轴；产品强调非接触、无磨损、低电噪声和抗振动。","1","robotics_application_category","current","说明机器人是Renishaw位置反馈技术的正式目标市场之一。","应用类别没有披露具名客户、装机量、机器人收入或份额。","PRIMARY_ROBOT_APPLICATION_WITH_CUSTOMER_GAP"
"N067-EV-011","COMPANY-760841ed2b6bbd6f2088e076","Renishaw","RESOLUTE optical absolute encoder series","https://www.renishaw.com/en/--37823","CURRENT_PAGE","OFFICIAL_DATASHEET_PRIMARY","web.open:turn146view1#L188-L231|L334-L391","ABSOLUTE_ENCODER_PERFORMANCE","RESOLUTE上电无需运动即可获取绝对位置，分辨率最低1纳米、速度最高100米/秒或36000转/分，支持功能安全和多种控制器接口；旋转环直径覆盖52至550毫米。","1|100|36000|52-550","nm|m/s|rpm|mm","current","适合高性能运动控制和需要免回零、功能安全的机器人轴，但需按具体轴和机械结构选型。","高端参数不证明某机器人型号采用，也不能直接推导整机性能。","PRIMARY_ABSOLUTE_ENCODER_SPEC_WITH_ADOPTION_GAP"
"N067-EV-012","COMPANY-760841ed2b6bbd6f2088e076","Renishaw","WAVE-012 semantic assessment","derived-from:N067-SRC-005|006","2026-08-03","ANALYST_BOUNDARY_DERIVATION","N067-SRC-005|N067-SRC-006","COMMERCIAL_GAP","当前仍缺具名机器人客户、具体编码器-关节绑定、出货量、ASP、寿命、机器人收入与RLS关联业务归属。","0","confirmed_robot_commercial_metrics","current","后续应优先找Renishaw自有光学/感应编码器机器人案例与分业务经营数据。","RLS案例不能无条件归入Renishaw自有产品销售或收入。","OPEN_CUSTOMER_PRODUCT_BINDING_VOLUME_ASP_REVENUE_ATTRIBUTION_GAP"
"N067-EV-013","COMPANY-c2c2016ae1b396ad5a96922e","RLS","PAL Robotics integrates magnetic encoder technology into robots to achieve balance","https://www.rls.si/eng/news/pal_robotics","CURRENT_PAGE","COMPANY_TECHNICAL_CASE_PRIMARY","web.open:turn145view5#L96-L108|L119-L134","NAMED_HUMANOID_CUSTOMER_INTEGRATION","PAL Robotics在REEM-C等人形机器人中选用RLS AksIM和Orbis磁编码器，分别集成到膝、腕和肘关节，并使用RoLin增量编码系统。","1|3","named_customer|joint_types","current","形成具名客户、具名人形平台、具名产品和具体关节的直接集成证据。","案例未披露采购金额、数量、独家关系或量产规模。","PRIMARY_NAMED_HUMANOID_INTEGRATION_WITH_ORDER_GAP"
"N067-EV-014","COMPANY-c2c2016ae1b396ad5a96922e","RLS","PAL Robotics integrates magnetic encoder technology into robots to achieve balance","https://www.rls.si/eng/news/pal_robotics","CURRENT_PAGE","COMPANY_TECHNICAL_CASE_PRIMARY","web.open:turn145view5#L101-L108","CONTROL_FUNCTION","RLS编码器为关节扭矩、速度与位置伺服提供反馈，并参与REEM-C零力矩点、质心和双足平衡控制所需的关节角度估计。","3","servo_feedback_variables","current","编码器的价值不仅是位置读数，还进入双足稳定与扰动抑制闭环。","平衡性能由整机控制、力反馈和机构共同实现，不能全部归因于编码器。","PRIMARY_CONTROL_FUNCTION_WITH_SYSTEM_ATTRIBUTION_BOUNDARY"
"N067-EV-015","COMPANY-c2c2016ae1b396ad5a96922e","RLS","Humanoid robots","https://www.rls.si/eng/applications/humanoid","CURRENT_PAGE","OFFICIAL_PRODUCT_PRIMARY","web.open:turn145view6#L121-L128|L166-L167","JOINT_PRODUCT_MAPPING","RLS将AksIM-2映射到肩、肘、髋、膝等大关节，将Orbis映射到空间受限旋转关节，将RM08映射到手指/夹爪；AksIM-2最高20位/10000rpm，RM08直径8毫米、最高12位/30000rpm。","3","joint_product_groups","current","形成从大关节、旋转关节到末端小关节的产品层级覆盖。","除PAL案例外，这一推荐矩阵仍是官方能力映射，不是逐客户采用清单。","PRIMARY_JOINT_MAPPING_WITH_CUSTOMER_BOUNDARY"
"N067-EV-016","COMPANY-c2c2016ae1b396ad5a96922e","RLS","WAVE-012 semantic assessment","derived-from:N067-SRC-007|008","2026-08-03","ANALYST_BOUNDARY_DERIVATION","N067-SRC-007|N067-SRC-008","COMMERCIAL_GAP","当前仍缺PAL采购金额/数量、具体料号和用量、其他具名人形客户、ASP、寿命、量产规模、机器人收入与份额。","0","confirmed_humanoid_commercial_metrics","current","后续应从PAL产品BOM/采购、RLS客户案例和经营披露继续补强。","具名技术集成不能自动升级为批量定点、独供或收入确认。","OPEN_ORDER_VOLUME_PART_NUMBER_ASP_LIFETIME_REVENUE_SHARE_GAP"